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Concurrent Session Onsite and Online

PFP2412. Health Care Prior to 65

Many retirees would like to retire prior to age 65 but often don't because they are not eligible for Medicare and they are unaware of their health care options. As a result, clients often delay their retirement age even though they would prefer to leave the workforce sooner. This session will empower you with the knowledge to guide clients through the maze of health care choices prior to Medicare eligibility and ensure your clients make informed decisions.

Learning Objectives:

  • Identify the healthcare coverage options available to people prior to Medicare eligibility.
  • Use the healthcare.gov website to find and filter the various plan options.
  • Distinguish the various health plan categories available at healthcare.gov.
  • Identify the qualification rules for premium subsidies via the Premium Tax Credit.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
PFP